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Guide to Creating a MyTax Illinois Account (Used for activating a MyTax Illinois account for the first time)

How do I know if I am eligible to activate a MyTax Illinois account?

To set up a MyTax Illinois account, you must

already be registered with the Illinois Department of Revenue to do business in Illinois if you are a business; or have a recent history of filing individual income tax returns if you are an individual.

have a tax account type currently available in MyTax Illinois; and

know the specific business or individual identification information required for activation. See “How do I access MyTax Illinois?” below.

Do I have to activate a My Tax Illinois account to file my Form IL-1040, Individual Income Tax Return?

No. You can file your Individual Income Tax Return easily through MyTax Illinois, without activating a MyTax Illinois account. Follow these steps:

Go to tax.illinois.gov and click on the MyTax Illinois logo to advance to the MyTax Illinois home screen.

Click on the link to “Start Your IL-1040”.

Follow the instructions on the screen.

Note: Make sure to have your IL-PIN number that was assigned to you, a valid Illinois Driver’s License card, or a valid Illinois State Identification Card.
If you have a MyTax Illinois account, you can login to your account and choose the “File a Return” option.

Am I eligible to file my Form IL-1040, Individual Income Tax Return, on MyTax Illinois?

To be eligible to file on MyTax Illinois, you must have a recent history of filing an IL-1040, Illinois Individual Income Tax Return, either by paper or electronically, or you must be a first-time filer with a valid Illinois Driver’s License or Illinois State Identification Card.
You cannot file on MyTax Illinois if you are a first-time filer and a nonresident of Illinois. However, when you file your return for the current year, you will receive an Illinois Personal Identification Number (IL-PIN) and be able to use MyTax Illinois to file the following year.

How do I access MyTax Illinois to activate a MyTax Illinois account?

Setting up access to your MyTax Illinois account is easy!

Go to tax.illinois.gov and click on the MyTax Illinois logo to advance to the MyTax Illinois home screen.

Click on the “Sign up Now!” button to get to the “Activation Summary” page.

Enter all required fields. The information required during the MyTax Illinois activation varies based on the tax types for which you sign up.

Answer the question: Are you trying to activate your MyTax Illinois account for individual income tax? Check “Yes” and enter your Letter ID and one of the following:

your IL-PIN( you can look this up using the link) or

your Adjusted Gross Income from your prior year IL-1040, Line 1.

Enter your name.

Enter your email address - you must enter an email address that will be used for future communication from us, including the issuance of your authorization code. (Note: To prevent email communication from us being filtered into a spam or junk mail folder, add the email address Rev.DoNotReply@illinois.gov to your contacts or safe list.)

Enter a valid telephone number where you can be reached.

Create a username and password:

There are no guidelines for creating your username, but it must be unique to our system. For example, if you enter “johndoe” during your activation session but that username has already been created by another taxpayer, you will receive an error and be required to update your username to something unique (“johndoe1”).

Passwords must follow the rules provided:

✔ Minimum 8 characters, no more than 20

✔ Contain both letters and numbers

✔ Contain upper & lower case letters

Set up your shared secret question and answer - this information will be used to assist you if you have forgotten your password. If you forget your password and use the secret question to log in to your account, you will need to enter your answer exactly as it was entered when filling out your activation request. Your answer to the secret question is case and space sensitive.

Answer the question: Are you trying to activate your MyTax Illinois account for individual income tax? Check “No”, to go to the business registration screen.

Enter your Owner, Responsible Party SSN, existing WebFile PIN, or last payment amount- this information must match what is currently in our records. (If you need to update or correct your owner or responsible party information, download Schedule REG-1-O and/or Schedule REG-1-R from our website tax.illinois.gov)

Enter your name

Enter your email address - you must enter an email address that will be used for future communication from us, including the issuance of your authorization code. (Note: To prevent email communication from us being filtered into a spam or junk mail folder, add the email address Rev.DoNotReply@illinois.gov to your contacts or safe list.)

Enter a valid telephone number where you can be reached.

Create a username and password

There are no guidelines for creating your username, but it must be unique to our system. For example, if you enter “johndoe” during your activation session but that username has already been created by another taxpayer, you will receive an error and be required to update your username to something unique (“johndoe1”).

Passwords must follow the rules provided:

✔ Minimum 8 characters, no more than 20

✔ Contain both letters and numbers

✔ Contain upper & lower case letters

Set up your shared secret question and answer - this information will be used to assist you if you have forgotten your password. If you forget your password and use the secret question to log in to your account, you will need to enter your answer exactly as it was entered when filling out your activation request. Your answer to the secret question is case and space sensitive.

Enter your Owner, Officer, Responsible Party SSN, existing WebFile PIN, or last payment amount - this information must match what is currently in our records. (If you need to update or correct your owner/officer or responsible party information, download Schedule REG-1-O and/or Schedule REG-1-R from our website at tax.illinois.gov)

Enter your name

Enter your email address - you must enter an email address that will be used for future communication from us, including the issuance of your authorization code. (Note: To prevent email communication from us being filtered into a spam or junk mail folder, add the email address Rev.DoNotReply@illinois.gov to your contacts or safe list.)

Enter a valid telephone number where you can be reached

Create a username and password:

There are no guidelines for creating your username, but it must be unique to our system. For example, if you enter “johndoe” during your activation session but that username has already been created by another taxpayer, you will receive an error and be required to update your username to something unique (“johndoe1”).

Passwords must follow the rules provided:

✔ Minimum 8 characters, no more than 20

✔ Contain both letters and numbers

✔ Contain upper & lower case letters

Set up your shared secret question and answer - this information will be used to assist you if you have forgotten your password. If you forget your password and use the secret question to log in to your account, you will need to enter your answer exactly as it was entered when filling out your activation request. Your answer to the secret question is case and space sensitive.

If you need additional assistance, call us at 217 785-3707.

Click “Submit” and answer “OK” to the “Are you sure?” question to complete activation.

After IDOR verifies your submitted information, we will send a message to the email address you provided giving you the authorization code needed for your initial login.

You must log back in to your account to finalize your activation by:

Go back to the MyTax Illinois home screen – use the link within the email from MyTax Illinois or go to tax.illinois.gov. If you use the link through the email, your username and authorization code will already be entered for you. You will only have to enter your password.

Enter your username and password, along with the authorization code.

Note: The authorization code is only required for your first login. Retain your username, password, and the answer to your secret question in your records. This is all you will need from this point forward to access MyTax Illinois. Again, note that the answer to your secret question is case and space sensitive.

What if I forgot my IL-PIN?

You can either look up your IL-PIN by clicking on the link, “Look Up My IL-PIN” or enter your prior filing year adjusted gross income.

You will not be able to retrieve your IL-PIN from the inquiry system, if you have not filed an Illinois Individual Income Tax Return in the past three years.

Can I file my Form IL-1040 on MyTax Illinois if I am a part-year or nonresident of Illinois?

Yes. You can file on MyTax Illinois, regardless of your residency, as long as you have a recent filing history in Illinois. You must complete the Schedule NR in addition to your Form IL-1040. If you are a first-time filer and a nonresident, you will not be able to use MyTax Illinois to file this year, however you will be able to use it to file the following year.

Can I file my Form IL-1040, Individual Income Tax Return on MyTax Illinois if I am required to attach supporting forms or schedules to my return?

You are able to file all of the additional schedules listed on the Form IL-1040 using MyTax Illinois. You also have the option to attach other support documents to your return, as needed.

How do I grant others access to my MyTax Illinois account?

As the primary user (indicated as the “Master” under your web profile), you have two methods for granting others access to your MyTax Illinois account. Important: It is the responsibility of the primary user to allow access and maintain all logons.

Create a secondary username – enables another person to access your account without requiring him/her to set up his/her own primary account. Use the following steps to set up a new secondary user (Caution: See important security information):

Login to your MyTax Illinois account.

Click on “Manage My Web Profile” in the left navigation panel.

Select the “Manage Logons” tab. Note: Make sure that your settings (under “settings” sub-tab) for “new logons allowed” is set to “yes”.

Select the “Logons” sub-tab. On the right side of the page, click on the button labeled “Add Logon”.

Enter the required information (yellow boxes) and uncheck any boxes of tax types for which you do not want to grant access.

Click “Submit” after all fields have been completed. An email will be sent to the email address that was entered providing MyTax Illinois access instructions to the person to whom you granted access.

Repeat Steps a. through f. for as many logons as you wish to allow access. Each individual for whom you want to grant access should have his/her own unique username and password.

Allow third-party access – enables another person to access your account through his/her own MyTax Illinois account**. This is typically used for a tax preparer. (Caution: See important security information)

Login to your MyTax Illinois account.

Click on “Manage My Web Profile” in the left navigation panel.

Select the “Manage Logons” tab. Note: Make sure that your settings (under “Settings” sub-tab) for “Third Party Logons Allowed” is set to “Yes”.

Now, the third-party must use the following steps to complete the access:

Login to his/her MyTax Illinois account.

Click on “Add Access To Another Account” in the left navigation panel.

Enter the required information (all yellow boxes) about the taxpayer account that he/she is trying to access.

Click “Submit” after all fields have been completed. An email will be sent to the third-party user giving him/her MyTax Illinois access instructions.

**If the third party is not registered for one of the taxes currently available in MyTax Illinois, he/she will not be able to create his/her own MyTax Illinois account or have access to yours through the third-party method. If a third party to whom you want to grant access does not have his/her own MyTax Illinois account, he/she still can be granted access through the secondary user method described in this section.

Will I be able to control what secondary or third-party users are allowed to do on the account?

Yes. As primary user, you control the settings for all access to your account. You can choose to allow other users full or limited access to view only your tax account information, or allow them additional access to file returns, make payments, or to file and pay. These settings are all maintained under the “Manage my web profile” hyperlink in the left navigation menu and can be changed by you at any time. You will be responsible for any changes needed to secondary or third-party users’ access.

What happens if my company needs to change the primary user?

The only way to change the primary user is by contacting us. We can reset your company’s primary user on your MyTax Illinois account. For assistance with changing your company’s MyTax Illinois primary user, call us at 217 785-3707.

If I am a Sole Proprietor already registered on MyTax Illinois, how do I add individual income tax to my account?

To add individual income tax to your MyTax Illinois account:

Login to your account.

On the left side bar, under the “I Want To” section, click on “Add Access to Another Account” button.

Next to Account Type, use the down arrow to choose “IL Individual Income Tax”.

Enter your Social Security number and one of the identification options requested.